海外研报
筛选
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
海外研报
2024年08月14日
Tech’s rebound and two ratios to watch
Since August low, reversing Tech sector has helped Growth and
海外研报
2024年08月18日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH) FOR INSTITUTIONAL CLIENT USE ONLY
Are investors navigating by the stars under clear skies? This year’s equity market trading has largely been characterized by much fortitude as many have
海外研报
2024年08月26日
Foreign Exchange Outlook
A BUSY SEPTEMBER WITH POTENTIAL VOLATILITYAfter the turmoil at the start of August risk appetite rebounded sharply and we start
海外研报
2024年09月05日
Barclays_Barclays Equity Factor Insights_ September
We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US
海外研报
2024年09月10日
UBS--Crude oil: Focus on OPEC+ compensation cuts
OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.
海外研报
2024年09月13日
